Financial Planning by Madhu Sinha

Financial Planning: A Ready Reckoner deals with every aspect of financial planning, including ethics. It not only tackles the question about the need for financial planning but also delves into the basics of mathematics for financial planning, including how to calculate future value, a present value of a one-time investment.The author explains the subject in detail using Indian examples, which makes it easy even for novices. Meant for financial planners, lay investors and students pursuing courses on financial planning, this book also discusses the process of constructing and revising a financial plan on the basis of an investor’s financial goals.

Contents

• Introduction to Financial Planning
• Financial Mathematics—I
• Financial Mathematics—II
• Personal Financial Ratios
• Retirement Planning
• Various Products Available to Save and Withdraw for Retirement
• Solved Numericals on Retirement Planning
• Mutual Funds
• Insurance
• Case Studies for Practice
• Code of Ethics and Rules of Professional Conduct